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Jennifer Richard
Director, Gift Planning

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I had a living will with an advance directive prepared about 10 years ago documenting my end-of-life medical wishes, but I have read that these documents are often ignored. Is this true? If so, what can I do to avoid this issue? Living wills are not always followed because the document is not available when needed or never reaches the appropriate medical providers in time. These documents can also fall short because they are not medical orders, and the language may be too general to guide health care providers during an...
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The Department of Treasury reports there have been 7 million children enrolled in the new child retirement accounts referred to as "Trump Accounts.” An estimated 1.7 million of those accounts are for children born between 2025 and 2028 who qualify for a grant of $1,000 from the federal government. Since the child accounts were launched on July 4, over $1.5 billion has been deposited in the accounts. Parents and certain other individuals and entities may also make contributions of up to $5,000 per year to the account. Trump accounts are available to any child under age 18 who has a...
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"Who should receive my property?" Helen asked her attorney, Clara. "There are so many decisions to make....
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